WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K 0.01%
1,830
+210
227
$274K 0.01%
5,943
228
$268K 0.01%
1,710
+5
229
$266K 0.01%
1,800
+227
230
$264K 0.01%
2,640
-22
231
$264K 0.01%
+2,004
232
$260K 0.01%
2,502
233
$258K 0.01%
5,489
-2
234
$258K 0.01%
2,868
+1,434
235
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2,970
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236
$254K 0.01%
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237
$249K 0.01%
2,834
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238
$248K 0.01%
1,492
239
$247K 0.01%
1,030
+97
240
$246K 0.01%
2,245
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241
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1,749
242
$241K 0.01%
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243
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615
244
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338
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245
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4,083
-26
246
$230K 0.01%
763
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247
$217K 0.01%
18,150
248
$215K 0.01%
2,160
-23
249
$214K 0.01%
1,669
250
$210K 0.01%
4,370
8 9
10
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